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Proficio Capital Partners’s Suncor Energy SU Stock Holding History

Proficio Capital Partners’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-18,899
Closed -$317K – 280
2020
Q4 		$317K Buy
18,899
+785
+4% +$11.5K 0.05% 137
2020
Q3 		$222K Sell
18,114
-332
-2% -$5.2K 0.04% 155
2020
Q2 		$311K Buy
+18,446
New +$315K 0.06% 120
2019
Q3 		– Sell
-1,600
Closed -$50K – 1345
2019
Q2 		$50K Buy
1,600
+87
+6% +$2.78K 0.02% 380
2019
Q1 		$49K Sell
1,513
-163
-10% -$5.31K 0.02% 352
2018
Q4 		$47K Sell
1,676
-1,194
-42% -$39.7K 0.02% 308
2018
Q3 		$111K Sell
2,870
-243
-8% -$9.83K 0.04% 189
2018
Q2 		$127K Buy
3,113
+26
+0.8% +$1.01K 0.05% 177
2018
Q1 		$107K Buy
3,087
+182
+6% +$6.34K 0.03% 199
2017
Q4 		$107K Buy
2,905
+59
+2% +$2.05K 0.03% 203
2017
Q3 		$100K Buy
2,846
+37
+1% +$1.18K 0.04% 243
2017
Q2 		$92K Buy
2,809
+183
+7% +$5.63K 0.04% 265
2017
Q1 		$84K Buy
2,626
+1,724
+191% +$54.3K 0.04% 274
2016
Q4 		$29K Buy
902
+476
+112% +$14.6K 0.01% 368
2016
Q3 		$12K Sell
426
-746
-64% -$20.4K 0.01% 549
2016
Q2 		$31K Buy
1,172
+956
+443% +$26.2K 0.02% 354
2016
Q1 		$6K Sell
216
-86
-28% -$2.08K 0.01% 498
2015
Q4 		$8K Buy
+302
New +$8.34K 0.01% 319

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Proficio Capital Partners's SU Position: Q1 2021 in Review

Proficio Capital Partners sold out of Suncor Energy (SU) in Q1 2021, closing a stake of 18,899 shares — an estimated $317K sold.

Proficio Capital Partners first reported a position in SU in Q4 2015 and held it in 18 quarters. The position peaked at $317K in Q4 2020. 469 funds tracked by Wall St. Rank hold SU as of Q1 2021.

  • Proficio Capital Partners reported no remaining Suncor Energy position as of Q1 2021 after selling out during the quarter.
  • Proficio Capital Partners sold 18,899 Suncor Energy shares in Q1 2021, an estimated $317K.
  • Proficio Capital Partners first reported a position in Suncor Energy in Q4 2015 and held it in 18 quarters.
  • Proficio Capital Partners's Suncor Energy position peaked at $317K in Q4 2020.
  • 469 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2021.

Based on Proficio Capital Partners's 13F filing for Q1 2021, filed 14 May 2021.